VEEAM Standard Operating Procedures Training
Contents.
- VEEAM Quote requests
- What operations needs to check before quoting
- VEEAM Information Needed to do a Deal Registration
- Placing Clean Orders
- Veeam CLEAN QUOTE REQUESTS :
- VEEAM TRAINING – PARTNER TO REQUEST ON MAIL WITH THE QUALITY OF DELEGATES REQUIEUBG TRAINING
- PARTNER TO SUPPLY REQUEST AND END USER DETAILS
- PARTNER TO SPECIFY REQUEST OF VEEAM TRAINING REQUIRED
*Partner to supply as much information as possible of their requirements.
*SLAs on quotes are two hours.
2. WHAT VEEAM OPERATIONS REQUIRE BEFORE QUOTING:
- RECEIVE QUOTE REQUEST MAIL FROM CLIENTS.
- PLEASE ENSURE THAT THE RESELLER SUPPLIES THE FOLLOWING.
a) END USERNAME FOR QUOTE REFERENCE.
b) CORRECT INFORMATION ON REQUEST- PROMO OR NON-PROMO
c) ONCE YOU HAVE THE RELEVANT INFORMATION – PREPARE THE QUOTATION.
d) GO TO CRM AND DO A NEW OPPORTUNITY – IF THERE IS AN OPPORTUNITY
ALREADY OPENED, FROM THE VEEAM TEAM – PLEASE USE THAT OPPORTUNITY, TO CREATE THE VEEAM TRAINING QUOTE.
e) There is an Excel spreadsheet with the Training costs and SKUS to assist with preparing the Training quote, see below :
f) The request will be either in USD or RSA which the attached has both options on
g) Once you have done the quote, PDF the quote and send it with the enrolment forms, there are “volume” and “single” enrolment forms depending on the amount of delegates requested for training
h) The documents for the “VEEAM Training” can be located on
“PUBLIC”
“BRAND & SALES”
“FD LEARNING”
Account Managers/Internals must assist Partners in getting all the correct documents for operations to send to procurement to place orders.
2. Placing Clean Orders on Procurement:
- BUSINESS PARTNER PURCHASE ORDER
- VEEAM CRM TRAINING QUOTE
- VENDOR QUOTE ( IF APPLICABLE) WITH CRM QUOTE & P/O
- COMPLETED ENROLMENT FORMS: RESELLER AND END USER DETAILS
- ACCOUNTS TO TAKE CUSTOMER IF ON HOLD.
ONCE ALL DOCUMENTS HAVE BEEN SENT TO PROCUREMENT, THEY WILL THEN PLACE THE ORDER ON THE VENDOR.